Track Pending, Production, and Commission Statements in IEZ Quote…

Objective: Learn where to find pending, sales production and commission statements in the IEZ Quote System.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Introduction… This tutorial will give you an overview on how to use the

IEZ Quote System to find your: Clients who have Pending issues Commission statements for Assurant Production Summary Report for Assurant sales.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Pending can be found under My Pending on the IEZ Quote System…

Let’s see how to access your clients who have Pending issues during underwriting: First, log into IEZ

Quote Click on the link “My

Pending Status” and a list of all your clients with pending issues will appear.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Your Clients with Pending Status Issues are found under My Pending Status… Let’s see how to

access Pending for your clients in underwriting: First, log into IEZ Quote Click on the link “My

Pending Status” A list of your clients that

currently have pending issues regarding underwriting will appear

Click on the Policy Number for additional information regarding that case.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Agent Pending Status displays critical issues for your client…

For the client you selected, Agent Pending Status will list items that require your attention:

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Assurant offers two Commission Structures… Most agents choose to be paid on an “Annualized

Production” basis Your commission is calculated as the product of your commission

rate and the annual premium (You will be have pro-rated charge-backs on policies canceled

within a year of their effective date.)

Or get paid “As Earned” and enjoy a continuous commission stream

Either way, residual commissions are earned after the first year.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Your Commission Statements for Assurant are uploaded into the IEZ Quote System… Let’s see how to

access your commission statements: First, log into IEZ

Quote Click on the link “My

Insurance Carriers” The next page will

show you a list of insurance carriers that you’re appointed with.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Commissions for the Insurance Carriers you’re Appointed with… Commission

statements for Assurant will be found in the Commission Statements column Click on the

number to see a list of commission statements.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Commission Statements reflect your Sales Production… Each “Commission

Statement” will appear as a link: Simply click on the

commission statement of your choice and it will be displayed by Adobe Reader.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Your Commission Statement as a PDF on IEZ Quote…

You may print or save this PDF file and access it anytime, anywhere, since IEZ Quote is an Internet-based system.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Reporting your success is important and IEZ Quote makes it easy … Tracking sales is a

critical aspect of your business

To find the Production Summary Report, simply click on the link of the same name under the Contacts and Leads link on the main menu.

Select the month and year and the report will reflect that month’s Assurant production:

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Reimbursement on Production! Once your production goals have been met, SBGI will

reimburse you based on sales production. Typically the bonus is sufficient to keep a hard-working

agent in leads—make an average major medical sale on one out of 8 leads and the reimbursement will buy about 8 more.

Your repeated success is our goal!

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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Summary… This presentation has given you an overview on how to

use the IEZ Quote System to find your: Clients who have Pending issues Commission statements for Assurant Production Summary Report on your Assurant production.

Track Pending, Production, and Commission with SBGI's IEZ Quote System. © SBGI 2009 (14 slides)

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What’s next?…

The next presentation is an in-depth review of the Pending procedure we offer through the IEZ Quote System. Start putting all your Individuals clients and their Dependents

on the IEZ Quote System Take advantage of the Pending procedure to facilitate fast

underwriting with your Assurant Health clients Review the other tutorials offered and become proficient with

this system.